External Sources Actions - Commercial Simulator

External Sources Actions - Commercial Simulator



External source actions connect the different parts of the Ezzing ecosystem with the platform. These are executed when an action occurs in these applications. If we want to know more about what they are and how they are configured, we can do so from previous concepts .

In this article, we will delve into a detailed analysis of the various actions of external sources on which we depend for the proper functioning and optimization of the trading simulator.
Where can I find this option? → Left side menu → Settings →   Actions from external sources



We will now see each of the actions that we can configure in descending order:



  1. Save and finalize the initial payment. Opportunity status action type. This automatic action refers to the change of status that will occur when clicking on "Finalize" in the offer without financing section.


  1. Save. Opportunity status action type. This automatic action refers to the change of status that will occur when clicking on "Save" at the bottom of our screen.


  1. Pending procedure. Type of action: opportunity status. This automatic action refers to the change of status that will occur when clicking on "Credit check" in the offer with financing section.


  1. Save and finalize the financed payment. Opportunity status action type. This automatic action refers to the change of status that will occur when clicking on "Finalize" in the offer with financing section.


  1. Save and finalize the financed payment. Report generation action type. This automatic action refers to the generation of a report and the sending of this via email that will occur when clicking on "Finalize" in the offer with financing section.
  2. Save and finalize the initial payment. Report generation action type. This automatic action refers to the generation of a report and the sending of this via email that will occur when clicking on "Finalize" in the offer without financing section.
  3. Pending procedure. Type of action: report generation. This automatic action refers to the generation of a report and the sending of this via email that will occur when clicking on "Credit check" in the offer with financing section.

Important. We must not forget that we need to configure these actions for each type of opportunity.

Related Articles

  1. What is the trading simulator?
  2. General settings of the trading simulator
  3. How do external source actions work and how are they configured?

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